|
26
|
O'Shaughnessy Asset Management
Stamford,
Connecticut
|
$842K
|
+$578K
|
+5,094
|
+224%
|
|
|
27
|
Holt Capital Partners
Fort Worth,
Texas
|
$834K
|
–
|
–
|
–
|
|
|
28
|
Institute for Wealth Management
Denver,
Colorado
|
$827K
|
-$71.9K
|
-633
|
-8%
|
|
|
29
|
Envestnet Asset Management
Chicago,
Illinois
|
$809K
|
-$533K
|
-4,693
|
-40%
|
|
|
30
|
Amarillo National Bank
Amarillo,
Texas
|
$803K
|
–
|
–
|
–
|
|
|
31
|
Kelman-Lazarov Inc
Memphis,
Tennessee
|
$735K
|
–
|
–
|
–
|
|
|
32
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$714K
|
-$114
|
-1
|
-0%
|
|
|
33
|
Destiny Wealth Partners
Tavares,
Florida
|
$699K
|
–
|
–
|
–
|
|
|
34
|
NewEdge Advisors
New Orleans,
Louisiana
|
$691K
|
+$122K
|
+1,079
|
+22%
|
|
|
35
|
Mercer Global Advisors
Denver,
Colorado
|
$659K
|
-$115K
|
-1,010
|
-15%
|
|
|
36
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$645K
|
+$106K
|
+936
|
+20%
|
|
|
37
|
Perigon Wealth Management
San Francisco,
California
|
$632K
|
-$39.4K
|
-347
|
-6%
|
|
|
38
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$628K
|
-$12.9K
|
-114
|
-2%
|
|
|
39
|
Nadler Financial Group
Deerfield,
Illinois
|
$586K
|
–
|
–
|
–
|
|
|
40
|
Focus Partners Wealth
Boston,
Massachusetts
|
$583K
|
-$206K
|
-1,814
|
-26%
|
|
|
41
|
AQR Capital Management
Greenwich,
Connecticut
|
$510K
|
+$506K
|
+4,459
|
New
|
|
|
42
|
UBS Group
Zurich,
Switzerland
|
$498K
|
-$18.3K
|
-161
|
-4%
|
|
|
43
|
Mariner
Overland Park,
Kansas
|
$485K
|
+$56.9K
|
+501
|
+13%
|
|
|
44
|
Spire Wealth Management
Mclean,
Virginia
|
$478K
|
+$114
|
+1
|
+0%
|
|
|
45
|
Waverly Advisors
Birmingham,
Alabama
|
$477K
|
-$5.68K
|
-50
|
-1%
|
|
|
46
|
PPS&V Asset Management Consultants
Portage,
Michigan
|
$467K
|
–
|
–
|
–
|
|
|
47
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$457K
|
–
|
–
|
–
|
|
|
48
|
Montag & Associates
Atlanta,
Georgia
|
$443K
|
-$90.7K
|
-799
|
-17%
|
|
|
49
|
Cahill Financial Advisors
Edina,
Minnesota
|
$435K
|
+$1.36K
|
+12
|
+0.3%
|
|
|
50
|
Perfromance Wealth Partners
Hinsdale,
Illinois
|
$433K
|
-$5.9K
|
-52
|
-1%
|
|
